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903-747-3446 jay.oliver@rosepointcapital.com

Rose Point Capital Advisors

Rose Point Capital Advisors

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Creating a Financial Plan for

Financial Freedom

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Inquire with us today and see how we can help you.

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Jay Oliver

Welcome

In today's environment individuals are seeking professionals that can help them deal with more than just one of their needs. They are looking for information and guidance on a full range of financial issues because they want their financial picture to be well coordinated.

My role as a trusted Financial Advisor is to help my clients achieve long-term financial success, freedom, and security.

My commitment to the clients who choose to work with me is simple. I will strive to care more about you and be more personally devoted to your financial success than anyone in the world outside of your family. I believe the right financial advisor for you is the one you and your family trust the most. I'm committed to earning that trust.

Jay Oliver
Financial Advisor
President, RPCA

Our Firm

In today’s environment individuals are seeking professionals that can help them deal with more than just one of their needs. They are looking for information and guidance on a full range of financial issues because they want their financial picture to be well coordinated.

Our Services

The financial management process begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we'll focus on your specific goals. We work with you side by side so that you're confident in and comfortable with the financial suggestions we make.

Our Qualifications

By building long-term trusted relationships with his clients, Jay is able to guide his clients through the uncertain and sometimes challenging process of developing and implementing a financial strategy that will provide for the financial security and unique goals of each client.

Looking to learn more?

Get in touch today

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Jay Oliver

Financial Advisor

Jay Oliver has built his financial services practice by providing his clients with a roadmap for success in meeting their long-term financial...

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Alisa Hutchins

Registered Representative/Client Services Specialist

Alisa Hutchins serves as Client Services Specialist meeting the needs of the clients of Financial Advisor Jay Oliver. Alisa facilitates and...

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Mary Kannard

Support Team Member

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Meredith Oliver

Support Team Member

Additional info

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Contact info

  •   210 South Broadway Suite 210, Tyler, Texas 75702
  •   903-747-3446
  •   jay.oliver@rosepointcapital.com

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D. Jay Oliver is licensed to conduct business in Texas and for non-registered insurance products only. D. Jay Oliver is also licensed and registered to conduct business in the following states: Texas, Arkansas, Illinois, Louisiana, Missouri and Oregon for non-registered and registered insurance products, as well as securities.

Rose Point Capital Advisors is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Rose Point Capital Advisors are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Rose Point Capital Advisors are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.

2006199 DOFU 06/2018

Rose Point Capital Advisors, 210 S. Broadway., Suite 210, Tyler, Texas 75702,  or 903-747-3446.

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